Using an Estimate Template :

Using an Estimate Template Print

Modified on: Thu, Oct 20, 2022 at 4:28 PM

1. Navigator > Daily Tasks Tab > Estimates

1. Navigator > Daily Tasks Tab > Estimates

2. Click the "New" button, and choose the type of Estimate you wish to create

2. Click the "New" button, and choose the type of Estimate you wish to create

3. Select the Customer

3. Select the Customer

4. Select the Template category

4. Select the Template category

5. Select the Template you wish to use

5. Select the Template you wish to use

6. Estimate gets created with Template defaults - modify if needed, then Save

6. Estimate gets created with Template defaults - modify if needed, then Save

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Next: Automatically adding items for Boxes when Packaging is selected

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